Research Reports


MLCC


MLCC Monthly Datasheet Oct. 2024

2024/10/01

MLCC

 EXCEL

CapEx figures, production capacity figures, and inventory levels of MLCC suppliers are constantly being tracked and updated on a regular basis. TrendForce also provides analyses on the price trends and inventory statuses of production-related materials.

MLCC Price Sep. 2024

2024/09/30

MLCC

 PDF

To curb inflation and promote economic growth, the US Federal Reserve has implemented a series of interest rate hikes and related tightening monetary policies since March 2022. As of today, the latest US CPI for August shows a YoY increase of 2.5%, the smallest rise since March 2021. While progress has been made in fighting inflation, some concerns remain...

MLCC Market Bulletin_20240925

2024/09/25

MLCC

 PDF

The US economic data continues to be volatile, with the economy caught between slowing growth and easing inflation. Following the lower-than-expected non-farm payroll numbers for August, the US Labor Department recently reported that the CPI for August rose by 2.5% YoY marking the fifth consecutive month of weakening trend and the lowest increase since February 2021. However, the core CPI showed an upward trend, climbing by 0.3% MoM and marking the largest rise in four months...

MLCC Market Bulletin_20240910

2024/09/10

MLCC

 PDF

Recent economic data from the US have consistently shown a cooling trend in the domestic labor market. Coupled with inflation continuing on a downward trajectory towards 2%, this has prompted Federal Reserve Chair Jerome Powell to announce at the Jackson Hole Economic Symposium that “the time has come to adjust monetary policy.” With an imminent start to a cycle of interest rate cuts, economic and social pressures related to financing and borrowing are expected to gradually ease...

MLCC Price Aug. 2024

2024/08/30

MLCC

 PDF

Inflation in the US continues on a cooling trajectory, with the latest data from the US Bureau of Labor Statistics showing a 2.9% YoY increase in the CPI for July and a 3.2% YoY increase in the core CPI. Both figures align with market expectations. Aside from a slight uptick in rental costs, prices of goods and energy have kept falling. Additionally, the economic data from July indicate that the job and consumer markets remain resilient...

MLCC Market Bulletin_20240827

2024/08/27

MLCC

 PDF

In July, US economic data delivered three positive outcomes. The YoY growth rate of the US CPI dropped to 2.9%, marking its first dip below 3% since March 2021. Initial jobless claims in the US also fell to 227,000. Moreover, retail sales in the US for July saw a 1% MoM increase, the highest since January 2023. Inflation is on a cooling trajectory, and the US job market, along with consumer spending, continues to show resilience. This alleviates market concerns about the economy entering a “Sahm Rule” recession cycle and paves the way for the Federal Reserve to potentially cut interest rates soon...

MLCC Market Outlook 2Q24~3Q24

2024/08/26

MLCC

 PDF

1. Overview of Global Macroeconomic Conditions in 2Q24
2. Market Shares of Top 10 MLCC Suppliers in 2Q24
3. Production Capacity and Shipments of Top 10 MLCC Suppliers
4. BB Ratio
5. Inventory Levels of Top 10 MLCC Suppliers
6. Quarterly Shipments of Top 10 MLCC Suppliers
7. Supply-Demand Dynamics of MLCC Market in 3Q24
8. Price Trends of Different Categories of MLCCs in 4Q24
9. Annual MLCC Demand from Major Applications
10. Revenues of Top 10 MLCC Suppliers

MLCC Market Bulletin_20240812

2024/08/12

MLCC

 PDF

The latest policy statement from the US Federal Reserve in July indicates that recent economic data show a slowdown in job growth. There has also been a slight increase in the unemployment rate, though it remains low. At the same time, with progress being made towards the inflation target, the balance between boosting employment and checking inflation has improved. This suggests that an interest rate cut may not be far off. However, several black swan events have emerged. These include changes in U.S. presidential candidates, more economic policy uncertainties with a new administration in the White House, worries about a resurgence of inflation, and the potential rise of protectionism in various countries...

MLCC Price Jul. 2024

2024/07/31

MLCC

 PDF

Even though the traditional peak season has arrived, the US and China, as the world’s two major consumer markets, are facing issues such as slow progress in cooling inflation or recovering from deflation. As a result, the global economy as a whole continues to experience sluggish growth, and consumers are feeling more worried about the future outlook. This, in turn, has been impacting consumer purchasing power. In the US, the labor market, which has been fairly robust, is now showing signs of weakness...

MLCC Market Bulletin_20240723

2024/07/23

MLCC

 PDF

Recent US economic data for the second quarter show a slowdown in domestic economic activities. Retail sales in May only rose by 0.1% MoM, lower than the previously expected growth rate of 0.2%. Also, non-farm employment increased by just 206,000, a drop from May’s 272,000. With the economic slowdown, inflation is gradually cooling down as well. The CPI for June in the US showed a YoY increase of 3%, while the Core CPI went up by 3.3% YoY, both lower than expected. Hence, hopes have been reignited for a rate cut in the second half of the year...

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